Evercore Publishes Independent Thinking®, Volume 49
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on staying calm in all political and market conditions, with article topics ranging from the U.S. deficit and China’s rising debt load to end-of-year and 2024 wealth planning and the joys and responsibility of […]
2023 Year-End Wealth Planning Review
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued by the IRS addressed estate tax portability elections, and a recent tax court opinion highlighted […]
2023 Year-End Wealth Planning Review
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued by the IRS addressed estate tax portability elections, and a recent tax court opinion highlighted […]
Independent Thinking Panel: New Frontiers in Aging: Technology for Long and Happy Lives
Andy Miller, Head of AARP’s Innovation Labs and AgeTech Collaborative, joined us for our latest webinar, New Frontiers in Aging: Technology for Long and Happy Lives. Jeff Maurer, Chairman of Evercore Wealth Management, and Andy discussed the latest advances in technology including: technology to prevent falls, control body temperatures, and even holographic technology-driven devices to […]
Barron’s Ranks Evercore Wealth Management A Top 100 RIA Firm
Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023). The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
Evercore Publishes Independent Thinking, Volume 48
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus here is on the secrets of successful families in transferring wealth to children and grandchildren. We also look at the potential implications of changing demographics, globally and in the United States. See also articles on […]
Evercore Wealth Management Ranked by Financial Advisor as a Leading Registered Investment Advisor
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow. If you would like to learn more about our firm, please contact us at [email protected].
Independent Thinking Panel: A New Perspective on the Markets: Our Investment Outlook
John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities. Please email [email protected] if you would like to view the recording.
Independent Thinking Panel: Mind The (Protection) Gap: A P&C Insurance Primer
Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify. Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive Chairman of Vault Holdings, looked at the current state of the insurance market and […]
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor. She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Gallitano joins Evercore from myCIO Wealth Partners, LLC, where she […]
